Keap/Infusionsoft is the core of our business
June 24, 2021

Keap/Infusionsoft is the core of our business

Dwain Jeworski | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap (formerly Infusionsoft)

Keap allows me to create complete online marketing and sales programs for companies in a wide range of verticals. It connects the website to the database/CRM, allows for marketing automation and promotions, as well as manages sales and referral tracking. It is one of the few CRMs that has all of the elements in it, without adding external applications.

We use it to build out marketing and sales backends for clients, and integrate its use into their organization. We use Infusionsoft version of Keap in all we do and find it works perfectly for clients with 5000-1 million names and sales of $500K-10 Million.
  • Marketing automation of email and SMS
  • E-commerce for program sales, events, and e-learning
  • Internal opportunity funnels, and tasking
  • Sales of a large amount of products - cart could be more in line with a woocommerce approach
  • Analytics could be more robust
  • Infusionsoft/Keap helped transition and increase business of all clients during the pandemic
  • Allowed for easy automation of webinars and online events
  • Our consulting business has grown rapidly for Infusionsoft integration and management for marketing automation and online transitions of businesses
It works well with companies in the 5-50 person category that use online lead generation for sales of programs, high ticket items, and events. It is not great for product sales companies that have a large number of products to sell.

Keap Feature Ratings

Landing pages
4
Mobile optimization
7
Email deliverability reporting
8
List management
9
Lead nurturing automation
10
Lead scoring and grading
7
Data quality management
8
Automated sales alerts and tasks
10
Calendaring
5
Standard reports
9
Custom reports
8
API
10
Role-based workflow & approvals
8
Customizability
7